UNITY AGING SERVICES INC (EIN 841684195) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

DR RICHARD DAVIS

Phone

5859221595

Tax Period

2023-01-01 to 2023-12-31

UNITY AGING SERVICES INC, founded in 2006, is a small nonprofit in the Human Services sector that reported $174K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $134K, a strong 77% operating margin.

Mission

TO MANAGE AND DEVELOP HOUSING FOR THE ELDERLY AND FRAIL ELDERLY OF ROCHESTER, NEW YORK AND THE SURROUNDING COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $174,480

Investment Income $0

Other Revenue $0

TOTAL REVENUE $174,480

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,121

Other Expenses $40,121

TOTAL EXPENSES $40,121

Year-over-Year Comparison

	2023	2022	Change
Revenue	$174,480	$161,047	+0.1%
Expenses	$40,121	N/A	N/A
Net Income	$134,359	$161,047	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$8,132,704

Total Directors

$3,137,090

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUSTIN SMITH	SECRETARY	1.00	Officer Director	$0	$0	$0
EFRAIN RIVERA	TREASURER	1.00	Officer Director	$0	$0	$0
ROBERT S SANDS	DIRECTOR	1.00	Director	$0	$0	$0
ANNA LYNCH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DAVID RIEDMAN	CHAIR OF THE BOARD	1.00	Officer Director	$0	$0	$0
RICHARD DAVIS PHD	CEO	0.00	Officer Director	$0	$54,881	$3,137,090
JENNIFER ESLINGER	COO	0.00	Officer	$0	$11,368	$1,305,382
CHRISTIAN CASINI	ASSISTANT SECRETARY	0.00	Officer	$0	$34,153	$371,721
HUGH THOMAS	CAO	0.00	Officer	$0	$9,101	$1,739,491
THOMAS CRILLY	CFO	0.00	Officer	$0	$154,601	$1,579,020

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$174,480	$40,121	$1,338,317	$134,359
2022	$161,047	No data	$1,167,958	No data
2021	$160,555	$-77	$1,006,911	$160,632
2020	$212,501	$28,542	$946,279	$183,959
2019	$385,827	$17,480	$734,320	$368,347
2018	$546,138	$217,917	$350,973	$328,221

UNITY AGING SERVICES INC